About Fee For Plan

Financial Planning for the 21st Century

About Us

FeeForPlan.com is a unique financial service for the 21st Century. Our model allows clients to purchase financial plans for a flat fee on an a-la-carte basis, instead of hiring an advisor for ongoing services. Our plans are tailored specifically to each client in one of five life stages – recent graduates, newlyweds, new parents, pre-retirees and retirees. Clients will receive a detailed, customized plan based on their individual needs that they can use today and reach for again and again as they work toward their financial goals.

One of our highly qualified advisors will work closely with you either in-person or over the phone to develop a plan that is realistic, fits your needs and lifestyle, and clearly lays out your financial goals and recommended courses of action to meet them. The plan is yours to take with you and reference as needed as you work toward your financial dreams.

Purchase a plan for yourself, or buy one to give to your children and grandchildren.

It's real planning for real life, right now.